Sold all my non-microcap PMs. Down volume on GLD & GDX was extremely high Friday. It was either a shot across the bow or the beginning of a multi-month consolidation/pullback. So the PM run is over for now or will be soon. Overall market still looks good, so look for a rotation into other sectors. Best guess - technology and maybe energy & agriculture.

I'm still hoping to sell my micro-cap PMs into some sort of strength at year-end. I'm less confident about the strategy now, but I'm kinda stuck with it. Got my fingers crossed....